Iht Wealth Management, LLC Purchases in Q1 2025

Iht Wealth Management, LLC

  • $3.06 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VPU
Vanguard Utilities ETF

ETFs
82
+ 1.99%
$161.24 - $173.33 $13.2K - $14.2K
4.2K $716K
IYF
Ishares Tr

ETFs
202
+ 2.36%
$107.69 - $119.37 $21.8K - $24.1K
8.75K $987K
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
173
+ 0.13%
$8.29 - $8.97 $1.43K - $1.55K
129K $1.11M
CL
Colgate Palmolive CO

Consumer Defensive
11
+ 0.08%
$85.68 - $97.5 $942 - $1.07K
14.6K $1.36M
EQT
Eqt Corp

Energy
151
+ 3.36%
$46.16 - $54.25 $6.97K - $8.19K
4.65K $248K
KRMA
Global X Fds Global X Consciou

ETFs
1.42K
+ 21.39%
$36.76 - $40.63 $52.2K - $57.7K
8.05K $300K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
4.06K
+ 24.73%
$11.63 - $13.3 $47.2K - $54K
20.5K $238K
SRLN
Ssga Active Trust

ETFs
1.29K
+ 5.51%
$41.02 - $41.99 $53K - $54.2K
24.7K $1.02M
CDNS
Cadence Design Systems Inc

Technology
344
+ 32.09%
$233.96 - $324.52 $80.5K - $112K
1.42K $360K
TSCO
Tractor Supply CO

Consumer Cyclical
109
+ 0.7%
$51.66 - $57.94 $5.63K - $6.32K
15.6K $859K
TDIV
First Trust Nasdaq Technology

ETFs
671
+ 25.27%
$73.39 - $83.95 $49.2K - $56.3K
3.33K $244K
VIRT
Virtu Financial, Inc.

Financial Services
287
+ 2.88%
$34.19 - $40.96 $9.81K - $11.8K
10.3K $391K
IGR
Cbre Global Real Estate Income Fund

Financial Services
147
+ 0.15%
$4.79 - $5.34 $704 - $785
98.4K $507K
SUB
Ishares Short Term National Mu

ETFs
332
+ 6.94%
$105.3 - $106.24 $35K - $35.3K
5.11K $539K
FCX
Freeport Mcmoran Inc

Basic Materials
1.06K
+ 4.25%
$34.5 - $43.01 $36.6K - $45.6K
26K $984K
TIP
Ishares Tr Tips Bd ETF

ETFs
9
+ 0.12%
$106.22 - $111.09 $956 - $1K
7.38K $819K
UL
Unilever PLC

Consumer Defensive
35
+ 0.3%
$54.72 - $60.29 $1.92K - $2.11K
11.5K $685K
ATO
Atmos Energy Corp

Utilities
5
+ 0.24%
$136.51 - $154.58 $683 - $773
2.13K $328K
FTQI
First Trust ETF Vi First Trust

ETFs
7.33K
+ 13.77%
$18.72 - $21.32 $137K - $156K
60.6K $1.14M
CSGP
Costar Group, Inc.

Real Estate
110
+ 3.39%
$69.29 - $80.37 $7.62K - $8.84K
3.35K $265K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
1.22K
+ 8.17%
$26.64 - $27.14 $32.4K - $33K
16.1K $430K
SII
Sprott Inc.

Financial Services
63
+ 0.58%
$39.75 - $45.18 $2.5K - $2.85K
11K $493K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
6.22K
+ 18.76%
$10.54 - $12.29 $65.5K - $76.4K
39.4K $414K
BBAI
Big Bear.Ai Holdings, Inc.

Technology
11.1K
New
$2.86 - $9.78 $31.8K - $109K
11.1K $31K
MET
Metlife Inc

Financial Services
524
+ 7.6%
$77.7 - $87.0 $40.7K - $45.6K
7.42K $595K
FTNT
Fortinet, Inc.

Technology
248
+ 7.04%
$92.49 - $114.57 $22.9K - $28.4K
3.77K $363K
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
324
+ 4.24%
$32.66 - $36.43 $10.6K - $11.8K
7.97K $279K
DVYE
Ishares Emerging Markets Divid

ETFs
599
+ 6.09%
$25.08 - $27.99 $15K - $16.8K
10.4K $284K
MPLX
Mplx LP

Energy
23
+ 0.45%
$47.88 - $54.65 $1.1K - $1.26K
5.13K $274K
STK
Columbia Seligman Premium Technology Growth Fund, Inc.

Financial Services
3.12K
+ 21.3%
$27.98 - $33.9 $87.2K - $106K
17.8K $496K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
356
+ 2.27%
$44.41 - $45.98 $15.8K - $16.4K
16K $732K
LYG
Lloyds Banking Group PLC

Financial Services
3.85K
+ 37.37%
$2.58 - $3.9 $9.93K - $15K
14.1K $54K
PCT
Pure Cycle Technologies, Inc.

Industrials
49.4K
+ 52.04%
$6.92 - $10.9 $342K - $539K
144K $999K
GRMN
Garmin LTD

Technology
2
+ 0.09%
$204.55 - $241.93 $409 - $484
2.2K $478K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
726
+ 1.74%
$54.25 - $57.64 $39.4K - $41.8K
42.5K $2.34M
ACT
Enact Holdings, Inc.

Financial Services
44
+ 0.46%
$31.15 - $35.03 $1.37K - $1.54K
9.59K $333K
VOT
Vanguard Mid Cap Growth Index

ETFs
274
+ 5.71%
$237.72 - $276.98 $65.1K - $75.9K
5.07K $1.24M
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
12
+ 0.52%
$110.12 - $124.59 $1.32K - $1.5K
2.33K $290K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.24K
+ 1.57%
$49.25 - $50.66 $61.1K - $62.9K
80.2K $3.98M
FDUS
Fidus Investment Corp

Financial Services
2.83K
+ 4.68%
$20.39 - $23.37 $57.6K - $66.1K
63.2K $1.29M
ADSK
Autodesk, Inc.

Technology
79
+ 3.99%
N/A
2.06K $506K
CCL
Carnival Corp

Consumer Cyclical
4.26K
+ 35.25%
$19.08 - $28.49 $81.2K - $121K
16.3K $319K
OHI
Omega Healthcare Investors Inc

Real Estate
379
+ 3.75%
$35.7 - $38.33 $13.5K - $14.5K
10.5K $399K
LMT
Lockheed Martin Corp

Industrials
663
+ 9.32%
$423.19 - $506.29 $281K - $336K
7.77K $3.47M
IYH
Ishares Tr

ETFs
105
+ 2.59%
$58.32 - $62.76 $6.12K - $6.59K
4.16K $253K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
293
+ 1.83%
$47.33 - $47.92 $13.9K - $14K
16.3K $775K
BDX
Becton Dickinson & CO

Healthcare
42
+ 1.46%
$222.79 - $249.08 $9.36K - $10.5K
2.93K $670K
GLW
Corning Inc

Technology
785
+ 7.14%
$44.91 - $54.25 $35.3K - $42.6K
11.8K $538K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
32
+ 0.37%
$76.77 - $82.22 $2.46K - $2.63K
8.68K $689K
Activity Summary
Buys All Purchases 554 New Holdings 87 Increased Positions 467 Sells All Sells 488 Reductions 488 Sold out 0 Options Calls 0 Puts 0
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